Correction: BMO analyst predicts shortage of cobalt (“largest deficit on record”) in first half 2019 (not 2018) due to Glencore output stoppage: Reuters
The most interesting part of the Reuters story is the following paragraph, quoting BMO Capital Market’s London-based cobalt analyst Colin Hamilton on the outlook for cobalt next year. It comes near the end of the article. The Reuters writer seemed to be swayed at the beginning by the notion that Glencore would make up the output stoppage in the second half, so the conclusion was no impact overall. However, that isn’t what BMO is describing, in what follows: “We had been...
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